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Saling Wealth Advisors
SALING WEALTH ADVISORS is an SEC-registered investment adviser in LOUISVILLE, KY, registered since 2016. The firm manages $618 million in assets, with $580...
Overview
SALING WEALTH ADVISORS is an SEC-registered investment adviser in LOUISVILLE, KY, registered since 2016. The firm manages $618 million in assets, with $580 million on a discretionary basis. It has 11 employees and 9 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Louisville
Corporate office
Louisville, KY, United States
Principals
John Saling
President and Chief Investment Officer
Sector focus
Frequently asked questions
What asset classes does the firm invest in?
The office allocates across direct real estate, private credit, and public-market securities. Real estate focuses on multifamily and commercial properties in Kentucky and the broader Southeast. Private credit is accessed through direct lending alongside regional banks and private debt funds. Public-market exposure includes individual equities and institutional fund commitments.
Does Saling Wealth Advisors participate in fund commitments or only direct deals?
The firm uses both direct investments and fund commitments. Direct real estate is a core holding, while private credit and public-market securities are accessed through a combination of direct lending, co-investment, and fund vehicles. This hybrid approach allows the office to retain control over certain assets while gaining diversified exposure through external managers.
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